What are alternative investments
Find out how alternative investments can enhance your portfolio on this episode. Then download your FREE Queer Money Kickstarter, a 9-step Guide to Kickstart Your Journey to Financial Independence.
How alternative investments might fit into your strategy once you’re in retirement
Looking for better returns and reduced volatility from your stocks? Then, alternative investments might enhance your portfolio performance! Kelly Ann Winget is the Founder of Alternative Wealth Partners, the first private equity firm founded and led by a millennial, openly LGBTQ+ woman. Kelly Ann is also the author of Pitch the Bitch: Grab Your Financial Future by the Bags and host of The Wealth Alpha Podcast.
On this episode of Queer Money®, Kelly Ann joins us to discuss what qualifies as alternative investments (or alts) and why investors prefer alts or private equity over the traditional stock market. Kelly Ann advises on how much of your retirement portfolio should be invested in alts and describes how alternative investments might fit into your strategy once you retire.
Listen in for Kelly Ann’s insight on retirement planning among the queer community and learn how she can help you move a portion of your portfolio into private equity and other alternative investments!
Listen to get insight on alternative investments
Topics covered on alternative investments
- Kelly Ann’s circuitous career path to financial services and private equity
- Why Kelly Ann suggests that queer individuals invest as much as possible as early as possible
- What qualifies as an alternative investment (precious metals, crypto, private equity, etc.)
- What it means to be an accredited investor and which alts require it
- Why investors might prefer alts or private equity over the traditional stock market
- Kelly Ann’s strategy of using retirement funds from previous jobs for alternative investments
- How much of a $500,000-plus retirement portfolio should be invested in alts
- How Kelly Ann can help you move a portion of your portfolio into alts/private equity
- How alts might fit into your strategy once you’re in retirement
- Kelly Ann’s advice for the queer community on retirement planning earlier in life
- How Pitch the Bitch is designed to change your mindset around money
Resources on alternative investments
- Pitch the Bitch: Grab Your Financial Future by the Bags by Kelly Ann WingetThe Wealth Alpha Podcast
- CreditWise
Connect with Kelly
- Alternative Wealth Partners
- Kelly Ann’s Website
- Kelly Ann Winget on TikTok
- Kelly Ann Winget on Instagram
- Kelly Ann Winget on LinkedIn
- The Wealth Alpha Podcast
Connect with David and John
- Debt Free Guys on Facebook
- Debt Free Guys on Twitter
- Debt Free Guys on Youtube
- Queer Money Facebook Group
- Queer Money on Instagram
- Subscribe on Apple Podcasts
- Email [email protected]
Watch this week’s episode on alternative investments
Previous 3 Podcast Episodes
- What Happens When Women Are the Primary Breadwinners
- Increase Your Financial Confidence with this Free Tool
- THE Best Retirement EVER
We’re David and John Auten-Schneider, the Debt Free Guys (www.debtfreeguys.com), and the Queer Money® podcast hosts. We help queer people (and allies) live fabulously, not fabulously broke, by helping them 1) pay off credit card debt, 2) become part- or full-time entrepreneurs and 3) save and invest for retirement.